Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Emails Nested Tab | January 21, 2025 | 0.3 |
The Emails nested tab tracks all the emails sent and received within a particular contact. If you click on an email title, you can view the entire email body, including attachments. This feature also lets you see if and when a client opens the email.
This article includes the following topics:
Sending an email
- Do one of the following:
- From the Client Dashboard, click the Emails tab; or
- From the Contacts tab, click the envelope
icon for the contact you want to email.
- Do either of the following:
- Click the Send Email link or
- Click any of the
icons.
- The Send An Email window opens.
- In the Attachments section, select the type of file you want to attach:
- Upload a File to locate a document on your hard drive > then click Choose Files > navigate to the desired file > click Open.
- Media Library will attach a file from the Files tab in the CRM.
- Generated Document will only pull PDF documents created in the CRM.
- Previously Updated Document shows documents already uploaded to the Client Dashboard.
- When finished, click Send Email.
Viewing a sent email
- From the Client Dashboard, click the Emails tab.
- Click the Subject hyperlink to see how to view an email that has been sent.
- To view an attachment sent via email, click the paper clip image next to the title of the email (see sample preview below).
- If the recipient opens your email, a green envelope with the date and time will appear in the upper-right-hand corner of the email history (highlighted by the red arrow in the image above).
Article Version History:
Version | Effective Date | Description |
Basic | 03/31/2021 | Initial Release |
0.1 | 01/24/2023 | Added header and version control footer; Replaced company references with Forth for rebranding; Refreshed all screenshots as part of the rebranding. |
0.2 | 01/19/2024 | Refreshed the first screenshot to improve legibility. |
0.3 | 01/21/2025 | Refreshed 2nd, 3rd, and 4th screenshots to improve readability and ensure they reflect the current user interface. Minor grammatical updates. |